We are more than talking, we are exchanging ideas. The sum is worth more than the individual parts.
As from me, you are forgetting Xstrata, their main interest here would be nickel and copper. I get the feeling if I did not mention Copper, this metal would be unknown on this board. I repeat, Copper is as valuble to us as platinum or palladium. Do not ignore it folks.
As to Cliffs, chromium is not the only additive in quantity to steel, nickel is also, but more to the point - A metal producer is a metal producer, there is little difference in productin know how from metal to metal. It is not as if one were to switch to diamonds or oil. Yes there is good reason to get our and all the other chomite in the Ring for themselves, to eliminate competition.